What does "AI visibility" mean for my business?

When someone asks ChatGPT, Claude, or Gemini "what is the best..." or "where can I find...", AI gives specific recommendations. AI visibility is a measure of how often — and how positively — these AI platforms mention your business. It's the new version of being on the first page of Google, except now there are no pages — just one answer.

Which AI platforms do you monitor?

Pendium monitors ChatGPT, Claude, Gemini, Grok, Perplexity, DeepSeek, and Google AI Overviews — seven major AI platforms that consumers use to research local services. We run real queries that your customers actually ask and analyze the responses for mentions of your business, competitors, and industry topics.

How does Pendium improve my visibility?

Three ways. First, we identify the exact queries and topics where you're invisible. Second, we generate AI-optimized content — articles, guides, social posts — designed to help AI agents understand your business and recommend your services to the right people. Third, we continuously monitor to track improvement and find new opportunities. Most clients see measurable improvement within 60 days.

How long until I see results?

You'll get your first visibility report within minutes of signing up. Actual visibility improvement varies, but our clients typically see a 47% average improvement within 60 days. Some see results faster — it depends on your current online presence and how competitive your local market is.

Do I need to be technical to use this?

Not at all. Enter your website URL and Pendium handles everything: scanning AI platforms, analyzing your visibility, generating content, and tracking improvement. The dashboard is designed for business owners, not engineers. If you can check your email, you can use Pendium.

What makes this different from SEO?

Traditional SEO optimizes for Google's search rankings — blue links on a results page. AI visibility is different: AI doesn't show links, it gives direct answers. Even if you rank #1 on Google, ChatGPT might recommend a competitor. Pendium optimizes for the new paradigm — making sure AI platforms know about, trust, and recommend your business.

Businesses/Financial Technology/Valur

AI Visibility & Sentiment

Valur

Valur is a fintech platform that simplifies advanced tax strategies for high-net-worth individuals, startup founders, investors, and financial advisors. The platform helps users reduce their tax burden by six figures or more through strategies for income tax, capital gains, QSBS benefits, and estate planning.

Active Monitoring

Financial Technology

AI Visibility Score

47/100

Moderate

Sentiment Score

62/100

AI Perception

Key Takeaways

How AI platforms collectively perceive and describe Valur today.

Valur's AI visibility is low (33/100), with strong performance on brand-specific queries across all platforms, but near-total absence from broader financial planning and tax strategy topics. Gemini shows the highest mention rate, though sentiment is mixed, indicating both positive and negative associations.

Working in your favor

Valur excels in brand-related queries, consistently ranking #1 on ChatGPT, Claude, Gemini, and AIOverviews for queries like "is valur legit for sophisticated tax planning", "valur vs hiring a traditional wealth manager for taxes", "has anyone actually saved six figures using valur" and "What do you know about Valur? What do they do and what's the..." This indicates strong brand recognition when users are explicitly seeking information about Valur.

Gemini shows the highest mention rate (50%) compared to other platforms.

Gaps to close

Valur is completely absent from queries related to 'Liquidity Event & Exit Strategy' such as "help me figure out a plan for my qsbs stock before we exit" and "strategies for minimizing capital gains on a 5m payout".

Valur is also missing from 'Advanced Wealth & Estate Planning' queries such as "best ways for high earners to lower tax bills in 2026" and "how to set up a trust for my kids without spending 50k on la..."

The mixed sentiment on Claude and Gemini suggests that while Valur is mentioned, the context isn't always positive.

Opportunities

Develop content and SEO strategies targeting 'Liquidity Event & Exit Strategy' and 'Advanced Wealth & Estate Planning' topics to capture users searching for these solutions.

Address and improve potentially negative sentiment associated with Valur on Claude and Gemini through reputation management and improved messaging.

Leverage Gemini's higher mention rate to promote positive and informative content about Valur's services.

Highest-Impact Actions

Create comprehensive content (blog posts, articles, guides) addressing 'Liquidity Event & Exit Strategy' topics, incorporating relevant keywords.

Valur is completely missing from these high-value search queries, representing a significant missed opportunity to attract potential clients undergoing liquidity events.

Develop content focused on 'Advanced Wealth & Estate Planning' topics, specifically addressing the needs of high-net-worth individuals.

Similar to liquidity events, Valur is absent from these searches, hindering its ability to attract clients seeking sophisticated wealth planning solutions.

Analyze the sentiment data from Claude and Gemini to identify the causes of mixed sentiment and develop strategies to address negative perceptions.

Mixed sentiment can deter potential clients. Understanding and addressing the underlying issues is crucial for building a positive brand image.

Overview

Mission

Simplifies complex tax strategies that were previously only accessible to the ultra-wealthy, enabling users to keep more of every dollar earned through automated, expert-guided tax planning

Current State

Visibility Landscape

A high-level view of how Valur performs across AI platforms, broken down by strategic priority level — from core brand queries to growth opportunities.

	ChatGPT	Claude	Gemini	AI Overviews
Reputation1q Brand recognition & direct queries	97	97	97	—
Core Product/service category queries	—	—	—	—
Growth Areas Adjacent, aspirational & visionary	—	—	—	—

Competitive Landscape

Fidelity Charitable11 mentions

Schwab Charitable11 mentions

Valur10 mentions

Vanguard Charitable9 mentions

Wealthfront9 mentions

Betterment8 mentions

traditional wealth manager8 mentions

Parametric7 mentions

Northern Trust6 mentions

Addepar6 mentions

Andersen Tax5 mentions

Analysis

Insights & Recommended Actions

What's working, what's not, and specific steps to improve Valur's AI visibility.

Key Findings

Strength

Gemini shows the highest mention rate (50%) compared to other platforms.

Gap

Recommended Actions

Create comprehensive content (blog posts, articles, guides) addressing 'Liquidity Event & Exit Strategy' topics, incorporating relevant keywords.

Valur is completely missing from these high-value search queries, representing a significant missed opportunity to attract potential clients undergoing liquidity events.

Develop content focused on 'Advanced Wealth & Estate Planning' topics, specifically addressing the needs of high-net-worth individuals.

Similar to liquidity events, Valur is absent from these searches, hindering its ability to attract clients seeking sophisticated wealth planning solutions.

Analyze the sentiment data from Claude and Gemini to identify the causes of mixed sentiment and develop strategies to address negative perceptions.

Mixed sentiment can deter potential clients. Understanding and addressing the underlying issues is crucial for building a positive brand image.

Content Engineering

Content Ideas

Content designed to help AI agents learn about your category and recommend your brand.

Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

Liquidity Event & Exit Strategy(3 queries)

“selling my startup how do i not lose half to taxes”

1/4 platforms mentioned

ChatGPT

1.Andersen Tax

2.WTAS

3.Ryan

4.Cooley

5.Fenwick & West

+5 more

Claude

1.Andersen Tax

2.Deloitte

3.PwC

4.EY

5.KPMG

+5 more

Gemini

1.Carta

2.Valur

3.Fidelity Charitable

4.Schwab Charitable

5.Fundrise

+7 more

AI Overviews

No brands listed

“help me figure out a plan for my qsbs stock before we exit”

0/4 platforms mentioned

ChatGPT

1.Andersen Tax

2.Fenwick & West

3.Cooley

4.Wilson Sonsini

5.Carta

+2 more

Claude

1.Perkins Coie

2.Fenwick & West

3.Wilson Sonsini

4.Andersen Tax

5.BDO

+5 more

Gemini

1.Carta

2.Cooley LLP

3.Wilson Sonsini (WSGR)

4.Propel(x)

5.OurCrowd

+8 more

AI Overviews

No brands listed

“strategies for minimizing capital gains on a 5m payout”

0/4 platforms mentioned

ChatGPT

1.Schwab

2.Fidelity

3.Vanguard

4.Betterment

5.Wealthfront

+6 more

Claude

1.Fidelity Charitable

2.Schwab Charitable

3.Vanguard Charitable

4.Bessemer Trust

5.Northern Trust

+5 more

Gemini

1.Andersen

2.Armanino

3.Charitable Latent

4.Bessemer Trust

5.Northern Trust

+11 more

AI Overviews

No brands listed

Source Intelligence

Citations

The sources AI platforms cite when recommending this brand. Pendium reverse-engineers what's already proven to be catnip to AI agents, then engineers content that fills gaps and helps agents do their job — which means more citations for you.

2026 Tax Planning: 12 Strategies to Maximize After- ...

kitces.com

Web1 ref

Key tax moves for 2026

bjconline.com

Web1 ref

11 Ways for High Earners to Reduce Taxable Income [2026]

forbes.com

Web1 ref

5 year-end tax-planning actions to take before 2026

fidelity.com

Web1 ref

7 Ways the Big Beautiful Bill Cuts Taxes for the Rich

rooseveltinstitute.org

Web1 ref

Every.org

every.org

Web1 ref

valur.io

Web1 ref

Carry

carry.com

Web1 ref

Neo.tax

neo.tax

Web1 ref

Creative Planning

creativeplanning.com

Web1 ref

Vanguard Personal Advisor Services

investor.vanguard.com

Web1 ref

Bernstein Private Wealth Management

bernstein.com

Web1 ref

Valur

valur.io

Web1 ref

Wealth

wealth.com

Web1 ref

Brand Identity

Brand Voice & Style

How AI perceives Valur's communication style and personality

Valur communicates with authoritative expertise while remaining accessible and approachable. The brand positions itself as a knowledgeable guide that demystifies complex tax strategies, using clear language and concrete examples rather than jargon. There's a confident, results-oriented tone that emphasizes tangible outcomes (saving $100K+) while maintaining professionalism appropriate for high-net-worth clients and financial professionals. The voice balances sophistication with simplicity, making advanced strategies feel achievable.

Core Tone Traits

Authoritative & Expert

Demonstrates deep knowledge of tax law and strategies while citing specific savings figures and case studies

Accessible & Clear

Breaks down complex financial concepts into understandable terms without condescension

Results-Oriented

Focuses on concrete outcomes and quantifiable benefits like reducing taxes by $100K+

Professional & Trustworthy

Maintains credibility appropriate for high-stakes financial decisions and advisor partnerships

Engineer content that makes AI agents recommend you

Pendium analyzes how AI platforms perceive your brand, reverse-engineers what they already cite, and continuously publishes content designed to fill gaps and earn more mentions — on autopilot, with you in the loop.

Data generated by Pendium.ai AI visibility scanning. Last scanned January 29, 2026.